The Ultimate Sales Tool for Benefits Brokers
BenefitFlow is the preferred go-to-market platform for teams who want to grow smarter & faster
Trusted by thousands of industry leaders
Trusted by thousands of industry leaders
Precision prospecting for Brokers
Stay ahead of the competition with differentiated insights
Access deep, AI-powered insights that you can’t get elsewhere, helping you to differentiate in a crowded market.
A turnkey solution that eliminates manual work
Ditch the clunky legacy tools, close the extra chrome tabs, and access the market intel and contact data you need, all in one tool.
Integrates with your existing tech-stack
Automatically maintain and enrich data in your CRM so you can spend more time on what matters – closing deals.
Alegeus transformed prospecting with BenefitFlow
"Our prospecting process was inefficient. Since BenefitFlow, we've been able to sunset tools like Zywave and ZoomInfo. It's been incredibly valuable from both an information access and time-saving standpoint"
Brandon Ayers, Head of Sales
200%
Improvement to Win Rate
Less than half
as much time spent prospecting
50% more
first-time meetings booked
Everything Brokers need to win in the Benefits Ecosystem
BenefitFlow is the turn-key platform built specifically for the
benefits market, combining market intelligence, decision-maker data,
and AI insights.
benefits market, combining market intelligence, decision-maker data,
and AI insights.
Laser-focused targeting for benefits brokers
Identify the employers where you’re most likely to win with powerful data and advanced filtering designed for brokers:
Employee Sentiment: Uncover pain points in benefit plans.
Firmographic filters: Target ICP opportunities by headcount, location, and industry
Insurance Products: Drill down on companies based on their existing coverage.
Renewal Dates: Time your outreach when employers are most open to change.
Decision-maker contacts you can trust
To win deals, you need to engage the right people at the right time. BenefitFlow provides accurate, up-to-date contact information for benefits decision-makers, helping you reach:
Benefits Managers
HR Leaders
C-Suite Executives
Actionable benefits insights
far beyond the 5500
Deep Research analyzes millions of employee reviews and web pages to provide game-changing insights that identify perfect prospects.
Benefit ratings & Employee Sentiment: Understand how employees truly feel about their benefit package
Detailed plan design: Explore how to position your solution by anaylzing currently engaged vendors and carriers
Recent changes to offered benefits: Monitor recent shifts in benefits offerings to time outreach and guide your pitch.
Linked data sources: Understand where data is coming from and go deeper within the original sources
No-code integrations that plug into your key systems
BenefitFlow integrates effortlessly with the tools brokers rely on, ensuring your workflows are streamlined and your data stays current.
Native HubSpot CRM integration
Native Salesforce CRM integration
Bi-directional sync to keep records current